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Stuart Mitchell - S.W. Mitchell CapitalStuart Mitchell of S.W. Mitchell Capital explains that, whilst UK housebuilders have been a successful investment for the fund, he’s started to sell these holdings.

Chris Field - Majedie Asset ManagementChris Field of Majedie Asset Management discusses how the political environment is influencing the utilities sector and giving management teams plenty to think about.

Paul Boyne - Manulife Asset ManagementPaul Boyne of Manulife Asset Management highlights that whilst the opportunity set for value investors has shrunk, there are selected opportunities if you’re willing to put in the research.

Ajay Krishnan - Wasatch AdvisersAjay Krishnan of Wasatch Advisers outlines the investment case for India and highlights how government-led initiatives are providing a welcome boost to the economic infrastructure.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.